Salem Investment Counselors’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.1K | Hold |
810
| – | – | ﹤0.01% | 562 |
|
|
2025
Q1 | $60.8K | Buy |
810
+55
| +7% | +$4.13K | ﹤0.01% | 540 |
|
|
2024
Q4 | $50.3K | Hold |
755
| – | – | ﹤0.01% | 579 |
|
|
2024
Q3 | $53.3K | Hold |
755
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $44.9K | Hold |
755
| – | – | ﹤0.01% | 580 |
|
|
2024
Q1 | $45.6K | Hold |
755
| – | – | ﹤0.01% | 566 |
|
|
2023
Q4 | $43.8K | Hold |
755
| – | – | ﹤0.01% | 562 |
|
|
2023
Q3 | $40.1K | Hold |
755
| – | – | ﹤0.01% | 560 |
|
|
2023
Q2 | $44.4K | Hold |
755
| – | – | ﹤0.01% | 541 |
|
|
2023
Q1 | $46.3K | Hold |
755
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $47.8K | Hold |
755
| – | – | ﹤0.01% | 524 |
|
|
2022
Q3 | $44K | Hold |
755
| – | – | ﹤0.01% | 498 |
|
|
2022
Q2 | $51K | Hold |
755
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $53K | Hold |
755
| – | – | ﹤0.01% | 497 |
|
|
2021
Q4 | $49K | Hold |
755
| – | – | ﹤0.01% | 563 |
|
|
2021
Q3 | $45K | Hold |
755
| – | – | ﹤0.01% | 511 |
|
|
2021
Q2 | $45K | Hold |
755
| – | – | ﹤0.01% | 493 |
|
|
2021
Q1 | $46K | Hold |
755
| – | – | ﹤0.01% | 467 |
|
|
2020
Q4 | $46K | Hold |
755
| – | – | ﹤0.01% | 449 |
|
|
2020
Q3 | $46K | Hold |
755
| – | – | ﹤0.01% | 379 |
|
|
2020
Q2 | $44K | Hold |
755
| – | – | ﹤0.01% | 381 |
|
|
2020
Q1 | $44K | Hold |
755
| – | – | ﹤0.01% | 359 |
|
|
2019
Q4 | $47K | Buy |
+755
| New | +$47K | ﹤0.01% | 380 |
|
|
2017
Q3 | – | Sell |
-201
| Closed | -$9K | – | 583 |
|
|
2017
Q2 | $9K | Buy |
+201
| New | +$9K | ﹤0.01% | 480 |
|